Flexible Working Toolkit

A Practical and Structured Toolkit That Helps You Manage Flexible Working Requests Fairly and Consistently

This is more than a set of templates, the Flexible Working Toolkit gives you a clear, step-by-step process for assessing requests, making decisions, and documenting everything properly so you can protect your business and avoid costly mistakes.

A complete, practical toolkit designed to help you handle flexible working requests correctly, consistently, and in line with UK employment law.

Why Flexible Working Matters

Flexible working requests are a common part of modern employment, and employees have a legal right to request changes to their working arrangements.

A clear and consistent process helps you:

  • Handle requests fairly and lawfully
  • Avoid inconsistent decision-making
  • Ensure business needs are properly considered
  • Reduce the risk of disputes or grievances
  • Maintain good employee relations

Without a structured approach, decisions can become inconsistent and difficult to justify.

If You’re Managing Flexible Working Requests, This Is What You Need To Know

Flexible working requests are a legal right for employees, and employers must follow a fair and reasonable process when handling them.

The challenge for most small businesses is not knowing:

  • What they are required to do legally
  • How to assess requests fairly
  • What they can reasonably refuse
  • How to document decisions properly

Getting this wrong can lead to misunderstandings, grievances, or formal disputes.

This toolkit gives you the structure to handle every request confidently and consistently.

Why this toolkit is different

Free resources (including government guidance) will tell you what the law says.

But they won’t tell you:

  • How to apply it in real situations
  • What to say to employees
  • How to structure conversations
  • How to document decisions properly
  • How to protect your business if a request is challenged

This toolkit bridges that gap between legal guidance and real-world application.

How This Toolkit Helps You

This toolkit gives you everything you need to manage flexible working requests from start to finish.

It will help you:

  • Understand your legal obligations
  • Assess flexible working requests consistently
  • Hold structured discussions with employees
  • Balance business needs with employee requirements
  • Document decisions clearly and fairly
  • Communicate outcomes professionally

The Flexible Working Process

This Flexible Working Toolkit follows a simple step-by-step process you can apply to every request you receive.

Step One

Acknowledge Receipt

You stay compliant from the start by:

  • Logging the request correctly
  • Confirming receipt to the employee
  • Checking eligibility and completeness

Step Two

Review

You are guided through how to evaluate:

  • Impact on the business
  • Operational requirements
  • Any possible adjustments or alternatives
  • Risks of approval or refusal

This ensures decisions are based on clear reasoning, not guesswork.

Step Three

Meet And Discuss

Meet and discuss the request:

You are supported to run a structured conversation that helps you:

  • Understand what the employee is really asking for
  • Explore alternatives if needed
  • Ensure both parties understand implications
  • Avoid miscommunication or informal commitments

Step Four

Make A Decision

You are guided on how to:

  • Approve the request in full
  • Approve a modified version
  • Or refuse the request for legitimate business reasons

Critically, you understand how to justify your decision properly.

Step Five

Confirm In Writing

You ensure full compliance by:

  • Provide clear written confirmation
  • Explain any conditions or changes
  • Ensure the employee understands the decision

What’s Included In The Toolkit

This Flexible Working Toolkit includes all the guidance and templates you need to manage requests effectively.

Clear, practical guidance covering:
  • Employee rights to request flexible working
  • Employer obligations and responsibilities
  • How to assess flexible working requests fairly
  • How to handle competing business priorities
  • How to avoid discrimination risks
  • How to make fair and consistent decisions
  • How to communicate outcomes confidently
Ready-to-use editable documents including:
  • Flexible working request form
  • Flexible working assessment checklist
  • Flexible working meeting agenda
  • Flexible working approval letter
  • Flexible working refusal letter
  • Flexible working variation agreement
  • Record of decision template

The toolkit was last updated in April 2026.

Why Documentation Is Critical

If a flexible working decision is ever questioned, what matters is not what was discussed, but what was recorded.

This toolkit ensures you have clear written evidence of:

  • The request made by the employee
  • The business assessment carried out
  • Any meetings held and alternative arrangements considered
  • The final decision and reasoning behind it

This protects your business and ensures transparency, consistency and fairness throughout the process and across every flaxible working decision you make.

Who This Toolkit Is For

This toolkit is designed for:

  • Small business owners
  • Managers handling HR responsibilities
  • HR administrators and office managers
  • Any employer managing flexible working requests

How To Use This Toolkit

This toolkit is designed to be practical and easy to apply.

You can:

  • Follow the full process for each request
  • Use individual templates as needed
  • Adapt documents to suit your organisation’s policies


Compare Probation Compliance Packages

All packages include the full probation toolkit — the difference is the level of support and guidance provided.

Templates Package Full Toolkit Package Support Package
Flexible Working Policy
Complete Set of Template Letters
Agendas & Checklists for Meetings
Structured Guidance N/a
Tailored documents N/a N/a
Ongoing Support N/a N/a
Best suited for SMEs confident to self-implement SMEs wanting guidance on how to use the templates SMEs wanting tailored documentation and ongoing support


Choosing The Right Flexible Working Toolkit Package

Green Arrow (150 x 120)

MOST POPULAR

Full Toolkit Package

For businesses who want to handle flexible working requests correctly and confidently.

What’s Included?

  • All template letters
  • All forms and checklists
  • Step-by-step Guidance on how to manage each stage of the process
  • Clear instructions on what to do, what to say, and what to document
  • Practical support to help you make fair, consistent decisions

This is the recommended option for most small businesses.

£95

Order The Toolkit

Toolkit Plus Tailored Support Package

Toolkit + expert input when you need it

What’s Included?

  • Editable documents
  • Detailed Guidance on each stage of the process
  • Tailored letters
  • Tailored forms and checklists
  • Structured “how to use” support for one specific case

This is for:

  • Most small business owners
  • Non-HR managers
  • Anyone wanting confidence + clarity

£195

Order The Toolkit + Support

Templates Package

Practical, no-frills, ready-to-use documents

What’s Included?

  • All template letters
  • All forms and checklists
  • Editable documents for immediate use

This is for:

  • Confident managers
  • Managers who simply need ready to use documents
  • Managers who already know how to manage flexible working requests

£45

Order The Templates

Have a question about the KEA Flexible Working Toolkit?

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